Our state-of-the-art Adviser Hub
This site is for UK investment professionals only. If you're not an investment professional, please find out more about us at vitality.co.uk.
Simple. Seamless. Secure.
To help you – and your clients – make the most of VitalityInvest, we’ve invested in a state-of-the-art digital hub, created from scratch without the constraints of legacy systems. You can on-board and service your clients through our fast and secure interface that works seamlessly with all devices - desktops, smartphones or tablets. So now you can spend less time on client admin and more time helping your clients live longer, healthier, more financially secure lives with VitalityInvest.
At the 2019 UK Schroders Platform Awards, our Adviser Hub was recognised for delivering superior service to both advisers and their clients, being Highly Commended for Best Use of Platform Technology.
With the VitalityInvest Adviser Hub, you can
✓ Show clients how our Boosters and Discounts can add value to their savings, with personalised illustrations and online calculators.
✓ Create your own set of model portfolios and save them for new illustrations and applications. You can also easily edit, re-balance and move accounts between models.
✓ Quickly find cross-sell opportunities for your existing VitalityHealth and VitalityLife clients with Smart Search. You can also use our search filters to devise your own campaigns.
✓ Stay fully updated with your client cases, with a suite of notifications and mobile messaging.
✓ Get real-time interactive statements for easy tracking of investment performance and plan transactions. You can also produce regular reports to share with your clients.
What advisers are saying
Craig Fowler, Truly Online
The Adviser Hub is easy to use, seamless and makes life so much easier. When you do an illustration or application, you get all the documents you need in one place without having to search for anything. Everything is at a click of a button.
Richard Bethell, Prosper Financial Solutions Ltd
As a recently qualified adviser the prospect of using new systems and software seemed quite daunting! However, after a quick run through of the VitalityInvest platform with my BDM I found the system extremely user friendly and well set up. Getting quotes and projections are straightforward and submitting cases pretty simple.
Calculator and Tools
- LiveWell Financial Planner
- Retirement Modeller
- Carry-Forward Calculator
- Investment Booster Calculator
- Retirement Booster Calculator
- Fund tools
- Risk Profiler
- Morningstar Fund tools